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Financial Managers Society For Savings Institutions Inc

Philadelphia
  • Wayne, PA
  • Tax-exempt since July 1982
  • EIN: 23-2198324

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$65.3k (2023)

Expenses
$87.9k (2023)

Total Assets
$308k (2023)

Total Liabilities
$109k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,255
Expenses
$87,867
Net Income
-$22,612
Net Assets
$198,937
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,543
83.6%
Program Services $18,850
28.9%
Investment Income $552
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$8,690
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $307,665
Total Liabilities $108,728
Net Assets $198,937
Compensation
Key Employees and Officers Compensation Related Other
Fred Duncan (Director) $0 $0 $0
John A Carrozza Sr (Director) $0 $0 $0
Larry Davis (Director) $0 $0 $0
Thomas Mennie (Director) $0 $0 $0
Dorothy Jaworski (Director) $0 $0 $0
Alan Lloyd (Director) $0 $0 $0
Patrick Mulloy (Director) $0 $0 $0
Shannon Croll (Director) $0 $0 $0
Robert B Galbreath (Director) $0 $0 $0
Lisa Thouin (Vice President) $0 $0 $0
Virginia Wright (Treasurer) $0 $0 $0
Falesha Grasty (Secretary) $0 $0 $0
Anna Bogiatzis (Director) $0 $0 $0
Jonathan Sundberg (President) $0 $0 $0
+ View more people

Document Links

990
Filed on April 18, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$72,364
Expenses
$73,202
Net Income
-$838
Net Assets
$221,549
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,230
80.5%
Program Services $25,840
35.7%
Investment Income $1,333
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$13,039
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $252,536
Total Liabilities $30,987
Net Assets $221,549
Compensation
Key Employees and Officers Compensation Related Other
Anna Bogiatzis (Director) $0 $0 $0
John A Carrozza Sr (Director) $0 $0 $0
Larry Davis (Director) $0 $0 $0
Fred Duncan (Director) $0 $0 $0
Dorothy Jaworski (Director) $0 $0 $0
Alan Lloyd (Director) $0 $0 $0
Thomas Mennie (Director) $0 $0 $0
Patrick Mulloy (Director) $0 $0 $0
Shannon Croll (Director) $0 $0 $0
Robert B Galbreath (Director) $0 $0 $0
Christopher Carroll (President) $0 $0 $0
Jonathan Sundberg (Vice President) $0 $0 $0
Lisa Thouin (Treasurer) $0 $0 $0
Virginia Wright (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,848
Expenses
$35,699
Net Income
-$13,851
Net Assets
$222,387
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,530
> 100%
Program Services $795
3.6%
Investment Income $1,341
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$2,818
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $232,056
Total Liabilities $9,669
Net Assets $222,387
Compensation
Key Employees and Officers Compensation Related Other
Anna Bogiatzis (Director) $0 $0 $0
John A Carrozza Sr (Director) $0 $0 $0
Larry Davis (Director) $0 $0 $0
Fred Duncan (Director) $0 $0 $0
Dorothy Jaworski (Director) $0 $0 $0
Alan Lloyd (Director) $0 $0 $0
Thomas Mennie (Director) $0 $0 $0
Patrick Mulloy (Director) $0 $0 $0
Lou Nolan (Director) $0 $0 $0
Robert B Galbreath (Director) $0 $0 $0
Shannon Croll (President) $0 $0 $0
Christopher Carroll (Vice President) $0 $0 $0
Jonathan Sundberg (Treasurer) $0 $0 $0
Lisa Thouin (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on June 3, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,251
Expenses
$74,657
Net Income
$1,594
Net Assets
$236,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $57,350
75.2%
Program Services $27,305
35.8%
Investment Income $2,141
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$10,545
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $236,685
Total Liabilities $447
Net Assets $236,238

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$171,933
Expenses
$201,983
Net Income
-$30,050
Net Assets
$234,643
Notable Sources of Revenue Percent of Total Revenue
Contributions $127,409
74.1%
Program Services $47,930
27.9%
Investment Income $2,232
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$5,638
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $236,653
Total Liabilities $2,010
Net Assets $234,643

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,680
Expenses
$112,005
Net Income
$83,675
Net Assets
$264,693
Notable Sources of Revenue Percent of Total Revenue
Contributions $152,987
78.2%
Program Services $49,955
25.5%
Investment Income $980
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$8,242
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $265,563
Total Liabilities $870
Net Assets $264,693

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,049
Expenses
$128,131
Net Income
-$6,082
Net Assets
$181,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,229
69.0%
Program Services $51,675
42.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$13,855
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $182,983
Total Liabilities $1,965
Net Assets $181,018

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$133,879
Expenses
$149,741
Net Income
-$15,862
Net Assets
$187,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,391
64.5%
Program Services $63,670
47.6%
Investment Income $519
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$16,701
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $201,775
Total Liabilities $14,675
Net Assets $187,100

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$271,457
Expenses
$232,205
Net Income
$39,252
Net Assets
$202,962
Notable Sources of Revenue Percent of Total Revenue
Contributions $166,894
61.5%
Program Services $124,835
46.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$20,272
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $204,687
Total Liabilities $1,725
Net Assets $202,962

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$118,023
Expenses
$108,926
Net Income
$9,097
Net Assets
$163,710
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,836
54.9%
Program Services $65,170
55.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$11,983
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $225,635
Total Liabilities $61,925
Net Assets $163,710

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$121,218
Expenses
$122,587
Net Income
-$1,369
Net Assets
$154,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,141
61.2%
Program Services $67,930
56.0%
Investment Income $665
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$21,518
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $156,423
Total Liabilities $1,810
Net Assets $154,613

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$124,811
Expenses
$103,876
Net Income
$20,935
Net Assets
$155,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,645
71.8%
Program Services $60,585
48.5%
Investment Income $1,289
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$26,708
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $162,057
Total Liabilities $6,075
Net Assets $155,982

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$258,060
Expenses
$226,926
Net Income
$31,134
Net Assets
$135,047
Notable Sources of Revenue Percent of Total Revenue
Contributions $164,581
63.8%
Program Services $119,870
46.5%
Investment Income $987
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$27,378
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $140,047
Total Liabilities $5,000
Net Assets $135,047

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated